Gregory Foss is a financial advisor at Nadler Financial Group, Inc. in Deerfield, IL, holding a Series 66 designation with seven years of industry experience. Prior to joining Nadler Financial Group in 2018, he worked at Tandem HR, Inc. from 2012 to 2018. He is involved in educating client employees on the benefits of 401(k) plans. Nadler Financial Group serves individuals, charitable organizations, business entities, and retirement plans, providing discretionary investment management along with financial planning and retirement plan consulting services. The firm employs tactical asset allocation across diversified vehicles and offers a focused investment program for smaller accounts, supported by a multi-advisor team managing approximately $1.9 billion in assets.

Pei Liu is a financial advisor at E. A. Horwitz LLC with 13 years of industry experience. She holds a Series 66 designation and has worked at E. A. Horwitz LLC since 2017, with prior experience at Western International Securities, BFC Planning, and Berthel, Fisher & Company Financial Services. E. A. Horwitz LLC provides portfolio management and comprehensive financial planning primarily for individual clients, focusing on a conservative, principal-preservation investment approach tailored to individual needs. The firm employs tools such as options and fixed-income trading to manage risk and generate income, while coordinating with other professionals and maintaining formal training and supervision for staff.

Jakob Horwitz is a financial advisor with E. A. Horwitz LLC, holding a Series 66 designation and six years of industry experience. He has worked at LaSalle St. Securities, LLC, Western International Securities, Inc., and Peppermill Casino prior to his current roles. Horwitz serves on the FINRA SIE writing committee. E. A. Horwitz LLC is a team-based registered investment adviser with ten advisors managing approximately $273 million for several hundred individual clients. The firm offers portfolio management and financial planning services with a conservative, principal-preservation investment approach, individualized portfolios, and active trading capabilities.

Mark Saran is a financial advisor at North Shore Private Asset Management, LLC with 44 years of industry experience. He holds Series 63 and Series 66 licenses and has been with North Shore and Level Four Financial LLC since 2014. Outside of his advisory work, he serves on the board of Ironwood Industries, a manufacturing company, and the Lake Forest Library Foundation. North Shore Private Asset Management provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth families, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs customized portfolio management and various research methods, serving a diverse client base that includes pension and municipal governmental plans.

Alissa Hirsh is a financial advisor at Fort Sheridan Advisors LLC with seven years of industry experience. She holds the Series 66 designation and previously worked at Hall Capital Partners LLC and Western International Securities, Inc. She is also involved with Karmin Capital Management. Fort Sheridan Advisors LLC provides discretionary investment management and institutional advisory services to family offices, high-net-worth individuals, pensions, endowments, trusts, charitable organizations, and other businesses. The firm employs a long-term, value-oriented approach using quantitative optimization, computer models, technical analysis, and qualitative judgment.

Michael Nadler is a CFP® and PFS™ credentialed financial advisor with over 32 years of industry experience. He has been with Nadler Financial Group, Inc. since 2000 and also works with Ausdal Financial Partners, Inc. since 2009. Nadler serves as a board member of Amplify ETF Holding Company, contributing to strategic decisions. Nadler Financial Group, Inc. serves individuals, charitable organizations, business entities, and retirement plans by offering discretionary investment management and selective financial planning and retirement consulting. The firm employs tactical asset allocation with diversified vehicles and operates a multi-advisor structure with about 16 advisors managing approximately $1.9 billion in assets.

Alan Chambers is a financial advisor at Nadler Financial Group, Inc. with four years of industry experience. He holds the Series 66 designation and previously worked at Ernst & Young, LP and Guggenheim Partners, Inc. before joining Nadler Financial Group in 2021. Nadler Financial Group serves individuals, charitable organizations, business entities, and retirement plans with discretionary investment management and financial planning services. The firm uses tactical asset allocation across diversified vehicles and offers a specialized program for smaller accounts, supported by a multi-advisor team managing approximately $1.9 billion in assets.

Paul Tromp is a CFP® professional with six years of industry experience. He has been with Trifecta Capital Advisors, LLC since 2022 and previously worked at BMO Harris Bank for 20 years. Trifecta Capital Advisors serves individuals, high-net-worth clients, families, business owners, trusts, foundations, and other entities with discretionary investment management and financial planning services. The firm combines long-term strategic asset allocation with tactical adjustments based on proprietary market assumptions and various analyses, managing approximately $712 million with a small advisory team.

Jim Calaway is a financial advisor at Roberts, Glore & Co. with 31 years of industry experience. He has been with Roberts, Glore & Co. since 1993 and also worked at La Salle St. Securities, Inc. from 1993 to 2017. Calaway holds Series 63 and Series 65 licenses and serves as a trustee for trust accounts. Roberts, Glore & Co. provides fee-only investment advisory services to individuals, trusts, family offices, corporate pension or profit-sharing plans, and non-profit organizations. The firm creates customized portfolios based on clients’ long-term goals and risk tolerance, focusing on fundamental analysis of equities and fixed-income holdings, with modest use of alternative assets.

Nicole Hansen is a financial advisor at Fort Sheridan Advisors LLC with a Series 65 designation and one year of industry experience. Prior to joining Fort Sheridan Advisors, she held roles at Davidson Hospitality Group and the University of Nebraska. Fort Sheridan Advisors serves a diverse client base including high-net-worth individuals, family offices, pensions, endowments, trusts, charitable organizations, and corporate clients. The firm employs a long-term, value-investor approach combined with quantitative and qualitative methods, and is known for its use of derivatives and private investment activities.

Michael Applebaum is a financial advisor at Signature Financial Services, Ltd with 26 years of industry experience. He holds a Series 66 designation and has worked at Signature Financial Services, Ltd since 1998 and First Heartland Capital, Inc. since 2001. He also operates Applebaum & Associates, P.C., providing accounting and tax services. Signature Financial Services, Ltd provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and business entities. The firm’s investment approach is asset-allocation driven and grounded in modern portfolio theory, utilizing model portfolios, institutional strategists, and a mix of mutual funds, ETFs, and other asset classes.

William Clark is a CFP® with nine years of industry experience currently affiliated with Nadler Financial Group, Inc. He previously worked at Ausdal Financial Partners, Inc., James T. Borrello & Co., and Kuhn Wealth Management. Nadler Financial Group manages over $2.18 billion for more than 1,000 clients through a 15-advisor team, serving individuals, charitable organizations, business entities, and retirement plans. The firm employs tactical asset allocation with diversified mutual funds, ETFs, and alternative strategies, offering discretionary investment management along with financial planning and retirement-plan consulting services.

Arthur Cohen is a financial advisor at Arthur M. Cohen & Associates LLC with 29 years of industry experience. He has been with Arthur M. Cohen and Associates since 1989. Cohen holds the Series 63 designation. Arthur M. Cohen & Associates, LLC provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other entities. The firm tailors strategies based on client time horizon and risk tolerance, primarily using fundamental analysis, and manages over $1.1 billion in discretionary assets.

Todd Needlman is a financial advisor at Parkside Investments, LLC with 23 years of industry experience. He holds a Series 65 designation and has worked at Parkside Investments since 2018, following five years at Interactive Brokers LLC. Parkside Investments is an SEC-registered adviser serving high net worth individuals, families, foundations, and other institutional clients. The firm employs a long-term, fundamental analysis-driven approach focused on large-cap core equity portfolios, supplemented by fixed income, ETFs, option-based strategies, and private investment allocations.

Edward Horwitz is the president of E. A. Horwitz LLC with 34 years of industry experience. He has worked at LaSalle St. Securities, LLC, Westerm International Securities, Inc., and has led his own firms, including Horwitz & Associates since 1991. Outside of his advisory roles, he serves as chair of Sigma Alpha Epsilon Investments, oversees scholarship awards as RMCC Scholarship Chair, and is treasurer on the board of The Lodge of Northbrook. E. A. Horwitz LLC provides portfolio management and comprehensive financial planning primarily for individual clients. The firm employs a conservative, principal-preservation investment approach tailored to client needs and integrates tools such as options and fixed-income trading to manage risk and generate income.

Daniel Shapiro is a financial advisor at New Vernon Wealth Management LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at New Vernon Wealth Management since 2013 and Sf Investments, Inc. since 1989. He is a minority owner of New Vernon Investment Management LLC, which acts as a general partner for several private funds. New Vernon Wealth Management primarily serves high-net-worth families and individuals, as well as trusts, retirement plans, charitable organizations, and corporate clients. The firm employs a forward-looking, value-based investment philosophy with a focus on capital preservation, balanced income and growth, and capital appreciation, typically through mid- to long-term holdings.

Daniel Bouska is a financial advisor with TSFG, LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked with TSFG, LLC (doing business as Alchemy Advisors) since 2015 and has also been affiliated with LPL Financial, LLC since 2004. Outside of advisory services, he offers life and fixed annuities to clients through TS Financial Group, LLC. TSFG, LLC provides discretionary investment management and financial planning to individual and high-net-worth clients, trusts, retirement plans, and other entities. The firm employs fundamental analysis in security selection and manages client portfolios with a tailored approach, conducting regular reviews and offering financial planning at no additional charge to existing clients.

Roberta Ferguson is a financial advisor at Aberdeen Wealth Management LLC with 26 years of experience. She holds the CFP® and CFA® designations. Aberdeen Wealth Management LLC provides personalized, fee-only investment management and comprehensive financial planning to individuals, pension plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach with a focus on global diversification and manages approximately $699 million in client assets.

Ronald D'ancona is a CFA® charterholder with two years of industry experience, currently serving as an advisor at Alley Company. His prior work includes positions at Morningstar Inc. and Constellation Software. Alley Investment Management Company provides discretionary separate-account portfolio management primarily for high-net-worth individuals, institutions, foundations, and family offices. The firm focuses on a tax-conscious, long-term large-cap equity approach with low turnover, utilizing ETFs and occasionally options and margin, and offers customized asset allocation and sub-advisory services.

Marcie Pickard is a CFP® professional with nine years of industry experience, currently affiliated with Arthur M. Cohen & Associates LLC and Republic Partners. Her prior experience includes roles at Merrill and Bank of America, N.A. She holds the Series 66 designation. Arthur M. Cohen & Associates, LLC provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers discretionary portfolio management and financial planning, tailoring investment strategies based on fundamental analysis and third-party research to clients’ time horizons and risk tolerances.